B. Riley Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $455K | Sell |
27,367
-9,909
| -27% | -$165K | 0.01% | 730 |
|
|
2024
Q3 | $618K | Sell |
37,276
-2,655
| -7% | -$44K | 0.02% | 671 |
|
|
2024
Q2 | $683K | Sell |
39,931
-31,654
| -44% | -$542K | 0.02% | 683 |
|
|
2024
Q1 | $1.15M | Buy |
71,585
+12,841
| +22% | +$206K | 0.03% | 484 |
|
|
2023
Q4 | $942K | Sell |
58,744
-12,841
| -18% | -$206K | 0.03% | 549 |
|
|
2023
Q3 | $1.15M | Sell |
71,585
-1,802
| -2% | -$28.9K | 0.03% | 484 |
|
|
2023
Q2 | $1.13M | Sell |
73,387
-583
| -0.8% | -$8.96K | 0.03% | 523 |
|
|
2023
Q1 | $1.1M | Buy |
73,970
+188
| +0.3% | +$2.79K | 0.03% | 520 |
|
|
2022
Q4 | $1.04M | Buy |
73,782
+8,791
| +14% | +$124K | 0.03% | 519 |
|
|
2022
Q3 | $882K | Buy |
64,991
+5,422
| +9% | +$73.6K | 0.03% | 545 |
|
|
2022
Q2 | $900K | Buy |
59,569
+1,294
| +2% | +$19.6K | 0.04% | 452 |
|
|
2022
Q1 | $1.05M | Buy |
58,275
+1,965
| +3% | +$35.2K | 0.03% | 475 |
|
|
2021
Q4 | $970K | Buy |
56,310
+1,915
| +4% | +$33K | 0.03% | 540 |
|
|
2021
Q3 | $933K | Buy |
54,395
+4,333
| +9% | +$74.3K | 0.03% | 542 |
|
|
2021
Q2 | $860K | Buy |
50,062
+11,050
| +28% | +$190K | 0.03% | 564 |
|
|
2021
Q1 | $632K | Buy |
39,012
+3,081
| +9% | +$49.9K | 0.02% | 624 |
|
|
2020
Q4 | $494K | Sell |
35,931
-37,045
| -51% | -$509K | 0.03% | 542 |
|
|
2020
Q3 | $887K | Buy |
72,976
+33,493
| +85% | +$407K | 0.05% | 339 |
|
|
2020
Q2 | $480K | Buy |
39,483
+9,497
| +32% | +$115K | 0.03% | 474 |
|
|
2020
Q1 | $280K | Buy |
+29,986
| New | +$280K | 0.02% | 562 |
|